BA
WES

BKS Advisors’s Western Gas Partners Lp WES Stock Holding History

BKS Advisors’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,000
Closed -$338K – 220
2018
Q4 		$338K Buy
+8,000
New +$356K 0.15% 140

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

BKS Advisors's WES Position: Q1 2019 in Review

BKS Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 8,000 shares — an estimated $338K sold.

BKS Advisors first reported a position in WES in Q4 2018 and held it in 1 quarter. The position peaked at $338K in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • BKS Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • BKS Advisors sold 8,000 Western Gas Partners Lp shares in Q1 2019, an estimated $338K.
  • BKS Advisors first reported a position in Western Gas Partners Lp in Q4 2018 and held it in 1 quarter.
  • BKS Advisors's Western Gas Partners Lp position peaked at $338K in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.